"Secrets You Wish Your Mom Told You"

Date: Tues. August 4
Time: 3CT4ET
Presenter: Julie Murphy Casserly
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"The Emotion Behind Money"

Julie Murphy Casserly, CLU, ChFC, CFP®, is a 14-year veteran of the financial services industry and author of the new book, The Emotion Behind Money: Building Wealth from the Inside Out.  Julie has declared it her mission to “financially heal America” by helping people understand their emotions behind money, and how these attitudes affect how they earn, spend and save – or, conversely, accumulate debt. 

It is her belief system, and practice, to delve into the emotion and psychology behind her clients’ monetary issues, spending patterns and behavior.  Only by digging deep and really understanding her clients does she feel she can lead them on the right path. 

A Chicago-based entrepreneur, Julie founded JMC Wealth in 2000 and now works with thousands of clients worldwide on all aspects of their financial portfolio’s including investment asset allocation and risk management, insurance needs, retirement planning, business planning, college planning, tax planning and estate planning.  She considers understanding each client's personal life strategy, goals, and dreams to be the key that enables her to create truly personalized financial plans. 

A graduate of the University of Illinois - Urbana/Champaign, Julie earned an MBA from The University of Notre Dame.

Her book can be ordered on www.amazon.com or www.emotionbehindmoney.com.

No matter how hard some people want to attract –or retain--money, the financial component of success seems elusive, and they remain frustrated and puzzled. It’s the old, existential question so many talented, hard-working people ask of themselves: “If I’m so smart, why aren’t I rich?” The lecture will address the money makeover you need most, a close-up look at money and emotions, your financial DNA, how to change how you feel about money and owning your personal power with money.

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